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HARBER ASSET MANAGEMENT LLC 13F holdings

Filed 2026-08-12 · HARBER ASSET MANAGEMENT LLC · 39 positions · $166.4M

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TickerCompanySharesValue% of portfolio
MRVLMARVELL TECHNOLOGY INC42.2K$12.6M7.6%
VVISA INC25.8K$8.8M5.3%
NVDANVIDIA CORPORATION36.9K$7.4M4.4%
UNHUNITEDHEALTH GROUP INC17.3K$7.2M4.3%
TEAMATLASSIAN CORPORATION84.5K$6.6M4.0%
AMZNAMAZON COM INC27.0K$6.4M3.9%
DHID R HORTON INC38.3K$6.2M3.8%
AMTAMERICAN TOWER CORP35.2K$5.8M3.5%
ONTOONTO INNOVATION INC13.8K$5.2M3.1%
NOWSERVICENOW INC51.7K$5.1M3.1%
HCAHCA HEALTHCARE INC12.9K$5.0M3.0%
OKTAOKTA INC35.8K$4.9M2.9%
WEAVWEAVE COMMUNICATIONS INC785.7K$4.7M2.8%
—DOLE PLC341.6K$4.7M2.8%
ODFLOLD DOMINION FREIGHT LINE IN21.3K$4.6M2.8%
ISRGINTUIT17.0K$4.4M2.7%
DGDOLLAR GEN CORP36.5K$4.2M2.5%
SAPSAP SE27.1K$4.2M2.5%
WCNWASTE CONNECTIONS INC24.6K$4.1M2.5%
MKSIMKS INC.9.1K$4.0M2.4%
APPNAPPIAN CORP168.3K$3.9M2.3%
FISVFISERV INC70.5K$3.5M2.1%
ADIANALOG DEVICES INC8.6K$3.4M2.0%
HDHOME DEPOT INC9.4K$3.3M2.0%
—ACCENTURE PLC IRELAND26.6K$3.3M2.0%
EXPEAGLE MATLS INC14.6K$3.3M2.0%
MTSIMACOM TECH SOLUTIONS HLDGS I8.5K$3.2M1.9%
NFLXNETFLIX INC.45.2K$3.2M1.9%
PEGAPEGASYSTEMS INC104.6K$3.1M1.9%
WDAYWORKDAY INC22.3K$2.7M1.6%
NXPINXP SEMICONDUCTORS N V9.2K$2.6M1.6%
THRMGENTHERM INC71.0K$2.4M1.5%
GEOGEO GROUP INC77.4K$2.3M1.4%
APIAGORA INC506.2K$2.0M1.2%
OFLXOMEGA FLEX INC64.2K$2.0M1.2%
POOLPOOL CORP9.4K$2.0M1.2%
ENTGENTEGRIS INC10.0K$1.8M1.1%
LULULULULEMON ATHLETICA INC10.4K$1.2M0.7%
AEISADVANCED ENERGY INDS2.5K$932,1750.6%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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